Have you ever wished you could predict your tax bill before it arrives? Tax pro formas could help you do just that. Join Jim Kruzan, CFP®, CRPC®, and returning guest Dylan Stewart, CFP®, CPA, for an enlightening discussion about the often overlooked strategy of using tax pro formas in financial planning. Learn how to anticipate …
Have you ever wondered what it truly takes to be happy and fulfilled in retirement beyond just having a solid financial plan? Retirement isn’t just about financial stability – it’s about designing a life that’s fulfilling and joyful. In this episode, Jim Kruzan, CFP®, CRPC®, sits down with Dr. Jacquelyn B. James, the Founding Director …
Are you making common investment mistakes without even realizing it? They could end up costing you your dream retirement… Join Jim Kruzan CFP®, CRPC® as he jumps into the top six investment mistakes that could be sabotaging your financial future. Learn about the essential knowledge and understanding needed before making investment decisions, the consequences of …
Did you know that major financial institutions like Raymond James detect and repel around 300 million cyber threats a day? Join Jim Kruzan CFP®, CRPC®, as he speaks with Jessica Rice, Business Information Security Lead at Raymond James, to dive into the intricacies of cybersecurity from a corporate perspective. With her expertise in liaising between …
Did you know that today, a couple aged 65 is expected to spend about $315,000 on healthcare costs throughout retirement? That is a lot of money! Have you taken the time to plan for these expenses? This week on The Retirement Engineer, Jim Kruzan is joined by Darren Brennan, Certified Financial Planner and Chartered Retirement …
Need clarity around required minimum distributions (RMDs) and their impact on your retirement cash flow? This week, Jim Kruzan, CFP®, CRPC®, is joined by Dylan Stewart, CFP®, CPA, Wealth Advisor at Kaydan Wealth Management, to unpack the intricacies of RMDs and their critical role in retirement planning. Learn about the mechanics, tax planning aspects, long-term …
Are you making the most of your IRAs to secure a bigger, bolder retirement? In this installment of The Retirement Engineer, Jim Kruzan CFP®, CRPC® dives into the world of Individual Retirement Accounts (IRAs), uncovering the most common pitfalls that could derail your retirement savings. From the evolution of IRAs to innovative strategies for maximizing …
The threat of cybercrime and identity theft looms larger than ever, posing a significant risk to individuals’ financial security, especially as they approach retirement. This week, Jim Kruzan, CFP®, CRPC®, welcomes Jeff Lanza, a retired FBI agent with a wealth of experience in cyber security. Together, they dive into the critical and ever-evolving topic of …
Caring for an aging loved one is by no means an easy feat. Whether it is you, another family member, or an industry professional who is the one taking the wheel, we want to ensure they receive the care they deserve. In this episode, Jim Kruzan, CFP®, CRPC®, dives deep into the heart of family …
Are you or a loved one facing the realities of aging? This week on The Retirement Engineer, Jim Kruzan, CFP®, CRPC®, is joined by Becky Eizen, founder and CEO of the Eizen Consulting Group. Together, they navigate the often-overlooked aspects of elder care. They explore the critical role of geriatric care managers and how to …